BlueStem Wealth Partners, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$733.3B
Holdings
103
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (103 positions)
| Stock | Value |
|---|---|
IVVISHARES CORE S&P 500 ETF | $126.3B |
VUGVANGUARD GROWTH ETF | $88.3B |
RECSCOLUMBIA RESEARCH ENHANCED CORE ETF | $52.5B |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $42.4B |
AQLTISHARES U.S. TREASURY BOND ETF | $38.1B |
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | $38.0B |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $37.4B |
BNDVANGUARD TOTAL BOND MARKET ETF | $28.7B |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $25.0B |
IJHISHARES CORE S&P MID-CAP ETF | $24.2B |
SIHYHARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF | $20.8B |
JMUBJPMORGAN MUNICIPAL ETF | $19.3B |
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $19.3B |
ICVTISHARES CONVERTIBLE BOND ETF | $16.6B |
VTVVANGUARD VALUE ETF | $13.9B |
FLXRTCW FLEXIBLE INCOME ETF | $12.4B |
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $12.4B |
FLMIFRANKLIN DYNAMIC MUNICIPAL BOND ETF | $10.3B |
CALFPACER US SMALL CAP CASH COWS ETF | $7.7B |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $6.5B |
XLUUTILITIES SELECT SECTOR SPDR FUND | $6.4B |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $6.3B |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $6.1B |
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF | $4.3B |
AAPLAPPLE INC COM | $4.1B |
YLDPRINCIPAL ACTIVE HIGH YIELD ETF | $4.0B |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $3.9B |
PULSPGIM ULTRA SHORT BOND ETF | $3.7B |
EWIISHARES MSCI ITALY ETF | $3.0B |
EWCISHARES MSCI CANADA ETF | $3.0B |
EWGISHARES MSCI GERMANY ETF | $2.9B |
EWQISHARES MSCI FRANCE ETF | $2.8B |
A4SAMERIPRISE FINL INC COM | $2.8B |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $2.0B |
UNHUNITEDHEALTH GROUP INC COM | $1.8B |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.7B |
BSXBOSTON SCIENTIFIC CORP COM | $1.6B |
NVDANVIDIA CORPORATION COM | $1.6B |
ESGUISHARES ESG AWARE MSCI USA ETF | $1.5B |
AOKISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $1.4B |
AOMISHARES CORE 40/60 MODERATE ALLOCATION ETF | $1.4B |
AMZNAMAZON COM INC COM | $1.4B |
TSLATESLA INC COM | $1.2B |
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $1.0B |
SCHBSCHWAB U.S. BROAD MARKET ETF | $952.7M |
NULGNUVEEN ESG LARGE-CAP GROWTH ETF | $867.4M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $839.4M |
NULVNUVEEN ESG LARGE-CAP VALUE ETF | $771.0M |
GOOGLALPHABET INC CAP STK CL A | $750.9M |
MMM3M CO COM | $714.0M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $682.6M |
QDPLPACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $667.8M |
MSFTMICROSOFT CORP COM | $667.0M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $629.7M |
WFCWELLS FARGO CO NEW COM | $611.9M |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $609.1M |
DYHTARGET CORP COM | $517.2M |
ISRGINTUITIVE SURGICAL INC COM NEW | $500.2M |
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | $487.3M |
MUBISHARES NATIONAL MUNI BOND ETF | $484.6M |
OBDCBLUE OWL CAPITAL CORPORATION COM | $480.0M |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $465.1M |
NDQINVESCO QQQ TRUST SERIES I | $425.2M |
IJRISHARES CORE S&P SMALL CAP ETF | $424.3M |
PRUPRUDENTIAL FINL INC COM | $399.3M |
LNGCHENIERE ENERGY INC COM NEW | $390.8M |
CATCATERPILLAR INC COM | $380.0M |
MDTMEDTRONIC PLC SHS | $379.9M |
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $371.0M |
JPLDJPMORGAN LIMITED DURATION BOND ETF | $363.1M |
JPMJPMORGAN CHASE & CO. COM | $360.0M |
KKRKKR & CO INC COM | $358.6M |
ESGEISHARES ESG AWARE MSCI EM ETF | $356.3M |
LENLENNAR CORP CL A | $349.7M |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $349.5M |
GEGE AEROSPACE COM NEW | $346.7M |
FICOFAIR ISAAC CORP COM | $337.5M |
SPYSPDR S&P 500 ETF TRUST | $331.0M |
ADIANALOG DEVICES INC COM | $298.0M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $292.5M |
DWDMORGAN STANLEY COM NEW | $281.6M |
WDAYWORKDAY INC CL A | $281.4M |
SKYYFIRST TRUST CLOUD COMPUTING ETF | $267.2M |
GGGGRACO INC COM | $259.2M |
ADPAUTOMATIC DATA PROCESSING INC COM | $258.7M |
HWKNHAWKINS INC COM | $250.4M |
PBDEPGIM S&P 500 BUFFER 20 ETF - DECEMBER | $244.2M |
XELXCEL ENERGY INC COM | $239.4M |
CRMSALESFORCE INC COM | $237.7M |
FHBFIRST HAWAIIAN INC COM | $235.9M |
GPIGROUP 1 AUTOMOTIVE INC COM | $235.5M |
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $233.5M |
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C | $229.8M |
VHTVANGUARD HEALTH CARE ETF | $224.3M |
HDHOME DEPOT INC COM | $222.3M |
GISGENERAL MLS INC COM | $214.4M |
PAAAPGIM AAA CLO ETF | $214.2M |
HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF | $209.0M |
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $207.9M |
VNQVANGUARD REAL ESTATE ETF | $207.4M |
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